⚽️ Qualified so far for the Round of 16 of the World Cup 1. Paraguay 🇵🇾 2. Canada 🇨🇦 3. Morocco 🇲🇦 4. Brazil 🇧🇷 5. Norway 🇳🇴 6. France 🇫🇷 7. Mexico 🇲🇽

10 to 30 qualified conversations a month is enough to double most businesses - and that includes businesses already doing over eight figures. I've spent the last 25 years generating hundreds of thousands of leads and tens of millions in revenue from these strategies, and it came up in a mastermind of over 120 entrepreneurs building seven, eight and nine figure businesses. A qualified lead has a budget, a problem they haven't solved, an outcome in mind and enough interest to have done some research. For some of them that means buyers for six and seven figure deals, for others it means the right 10 to 30 influencers to run a campaign. You don't need to go viral or reach tens of thousands of people to get there. I've put together a 20-minute blueprint on what goes on a landing page and how it feeds a call to action - over 50,000 entrepreneurs have watched it:

$NVDA just qualified $TSLA Megapack for its DSX Ready AI factory designs putting Tesla storage directly into the approved stack for new deployments. What’s wild is Nvidia requiring battery partners to show a path to 10x power-conversion capacity within 24 months which says a lot about how fast AI demand is scaling.

PSMC is the qualified supplier of EMIB's SiCap. Its 12" SiCap capacity plan has been revised upward from 3K wpm by end-2026 to 8-10K wpm in 2H27, with capacity already in place. The line is built on a mature DRAM process and targets EMIB packaging. Meanwhile, 8" SiCap ships 1-2K wpm today, heading to 5K. Our Foundry Industry Model tracks quarterly revenue, capacity, utilization, ASP, demand drivers, and capex across every major foundry, with 2Q26 actuals and a 3Q26 outlook. Reach out to: sales@semianalysis.com

The most highly-qualified group of women in human history are beginning to take a step back, despite having made extraordinary gains across the rich world. Vinjeru Mkandawire, The Economist’s news editor, explores why this could be: